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Position history for Williams Jones Wealth Management, LLC.Williams Jones Wealth Management, LLC.'s holdings in ORACLE CORP

Williams Jones Wealth Management, LLC. holds 85,334 shares of ORCL (ORACLE CORP), worth $12.5M as of 2026-Q2. The position was decreased (-3.7% shares). ORCL represents 0.1% of Williams Jones Wealth Management, LLC.'s portfolio.

Current Value

$12.5M

Current Shares

85,334

Total Value Change

-$3.1M

Total Shares Change

-5,959

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
85,334
-3.7%
$12.5M0.1%$146.04
0
2026-Q1
Decreased
88,648
-0.8%
$13M0.2%$149.01
0
2025-Q4
Decreased
89,410
-1.3%
$17.4M0.2%$196.69
0
2025-Q3
Decreased
90,579
-0.2%
$25.5M0.3%$281.53
0
2025-Q2
Decreased
90,763
-2.0%
$19.8M0.2%$208.88
0
2025-Q1
Decreased
92,583
-1.3%
$12.9M0.2%$139.46
0
2024-Q4
Increased
93,793
+2.7%
$15.6M0.2%$164.83
35
2024-Q3
Decreased
91,293
-0.6%
$15.6M0.2%$166.26
0

Other major holders of ORCL: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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